Alexander Investment Group

CONNECT

Address:

950 E. Paces Ferry Road
Suite 1200
Atlanta, GA 30326

Phone:

404-240-5420

Wealth Planning

 

Customized wealth plans designed to address your wealth management needs

 

We help bring new clarity to your life goals and enhance your confidence in meeting them.  Our process includes:

 

Step 1 - Qualify 

During our initial meeting, we get to know a little about you and your family. It starts with a conversation, listening and learning from each other. We'll exlore your goals and dreams and discuss any wealth management concerns you may have. We introduce our wealth planning process and then, together, decide if it makes sense for us to work together.

 

 

 

 

Step 2 - Discover

We take a collaborative approach and through a series of conversations, uncover the details of  your financial situation.

We discuss your long-term and short-term goals and priorities, coordinate with your other professional advisors (for example your accountant and lawyers) and consider your current estate and legacy, family security, tax, and philanthropic strategies. This thorough discovery process allows us to help create a personalized wealth plan for you.

 

 

Step 3 - Plan

Next, we define a strategic asset allocation for your investment strategy. Our Envision® planning process provides the input to help build your investment portfolio around your real-life goals, dreams and needs.

We coordinate strategies for your entire wealth plan including investments, retirement, estate, tax and insurance. Because your wealth plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.

 

 

Step 4 - Monitor

We work together to measure your progress and communicate regularly with you to help you stay on track.  We believe this ongoing diaglogue is what makes a real difference in your financial life. If your goals or financial circumstances change, or the markets fluctuate, we update your Envision plan to account for the chages and continue to monitor your progress along the way.

 

 

 

 

 

Risk-managed investment strategies tailored to help grow and preserve your assets


Your investments play an important role in helping to achieve your overall wealth goals. Our team builds your portfolio around your personal risk profile, taking into account your long-term goals for growth as well as your shorter-term cash flow requirements. 

 

Asset allocation of your portfolio
 

Risk managed strategies

 

  • Portfolios are constructed by employing strategic asset allocation to help achieve your unique objectives
     
  • We primarily employ cost effective mutual funds and ETFs along with individual stocks, CDs, Corporate bonds and Municipal bonds 
     
  • Our overall strategy is asset preservation balanced with asset growth
     
  • Portfolios are reviewed regularly and adjustments are made based on  changes in your personal circumstances

* Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

 

Working with a Private Investment Management (PIM) manager

Marc Alexander and John Cawley are PIM portfolio managers. The PIM program is a customized portfolio management program geared toward your specific investment goals. This designation is awarded to a small percentage of Financial Advisors within Wells Fargo Advisors who have met the firm's rigorous program criteria including completing advanced training, having proven experience and holding appropriate registrations.

 

 

 

 

*Wells Fargo Advisors is not a tax or legal advisor.

 
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals